Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$14.4B
137M shares
52-week range
$55.60 – $119.98
75% from low
Sector
RETAIL-CATALOG & MAIL-ORDER HOUSES
Exchange
NYSE
CS
P/S (TTM)
1.1
EV / FCF (TTM)
32.5
Wayfair engages in e-commerce in the United States (88% of 2025 sales), Canada, the United Kingdom, and Ireland. It's also embarked on expansion into the brick-and-mortar landscape, with 13 stores (excluding outlets) between the AllModern, Birch Lane, Joss & Main, and Wayfair banners. The firm offers more than 40 million products from more than 20,000 suppliers under the brands Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold. Its offerings include furniture, everyday and seasonal decor, decorative accents, housewares, as well as advertising and logistics services. Wayfair was founded in 2002 and began trading publicly in 2014.
www.wayfair.comNo one on the platform currently holds W.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 4,972,425 | $374.0M |
| Bridgewater Associatesas of 2026-03-31 | 60,811 | $4.6M |
No one on the platform has traded W yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 5.1% | -2.5% | ||||
| Profit Margin % | -2.5% | -4.9% | -5.3% | |||
| Free Cash Flow Margin % | 2.6% | -1.0% | -1.0% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +15.9% on the P/E track.
At today's price, your expected annual return is +21.8% on the P/E track.
At today's price, your expected annual return is +27.0% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $13.4B | +7.9% | $2.84 | $2.64–$3.10 | 36.5× | 18 |
| 2027 | $14.4B | +7.4% | $3.89 | $3.35–$4.62 | 26.6× | 19 |
| 2028 | $15.5B | +7.6% | $5.08 | $1.99–$8.16 | 20.4× | 13 |
| 2029 | $16.7B | +7.8% | $6.64 | $6.43–$6.86 | 15.6× | 10 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $0.90 | $0.95 | +5.1% |
| 2026-04-30 | $0.26 | $0.26 | +0.0% |
| 2026-02-19 | $0.64 | $0.85 | +32.8% |
| 2025-10-28 | $0.46 | $0.70 | +52.2% |
| 2025-08-04 | $0.36 | $0.87 | +141.7% |
| 2025-05-01 | $-0.18 | $0.10 | +155.6% |
| 2025-02-20 | $0.05 | $-0.25 | -600.0% |
| 2024-11-01 | $0.15 |
| $0.22 |
| +46.7% |
| — |
| DPZDomino's Pizza, Inc. | $310.82 | -3.41% | $10.3B | — |
| GMEGameStop Corp. | $21.44 | -0.83% | $9.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$W Out here...small gain...not my stock in this type of environment. Pulls back in will look otherwise letting it go. GL.
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@Lucky0209 @Pinedcone Ok guys, y'all are too funny. I have an 825 share position in $MRVL. Somehow you believe this is my portfolio. I'm a retired Series 22 and 79 broker dealer principle, still doing primarily private equity investments in the lower middle market. I do like to day trade blue chip stocks. Your 0dte comment is complete nonsense. I do like to use statements like "calm your tits". It's funny, so whatever makes you laugh. I'm short 825 shares on $MRVL. I'm long 1000 shares on $W at least for now, and I just went short at $240 on $DELL. FWIW, that's it. Keep having your fun boys. but calm your tits.
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Top gains today from long $W (+7%), long $NWSA (+4%), long $FA (+4%). 32% long by 7% short. 11% long Consumer Discretionary, 10% long Energy, 4% short Real Estate. https://www.techtrader.ai/wall/?date=1789416083&post=18511
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@Hyeflight Yup. To a point, Lemonis operates the same way but he’s at least more accountable about it. Cohodes on the other hand, is someone that is all Me Me Me and clearly in it for himself. On your thought $NXH can run to $20, what’s your time frame? I’m not seeing it myself given other macro environment and the housing market is what it is. $W has gained market share too.
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$RH Wayfair $W is prolly eating their lunch and breakfast. Will find out
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$NKE I’ve seen reversals and they can be brutal and swift - keep buying and don’t sell until after $100. $ANF $W are two examples of not so great companies that turned around
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$W THIS IS A BOT. LOOK AT IT'S POSTS.... ALL THE SAME WORDS OVER AND OVER....ZZZZ
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$W quietly seeing some serious institutional footprints lately. Smart money doesn't usually rotate into names for no reason. Watching this one closely, feels like accumulation not distribution. Patience here could pay off.
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Top gains today from long $FA (+4%), long $W (+4%). 32% long by 7% short. 7% long Energy, 7% long Finance. https://www.techtrader.ai/wall/?date=1788465715&post=18466
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.